Watsco - a cool investment

Explore how Ben Hart's sustainability research at Baillie Gifford integrates ESG into investment strategies.

Investment manager Michael Taylor joins Global Alpha as a decision-maker. We explore his background, strengths, and vision for the portfolio’s future opportunities.

Reflections on performance, portfolio companies and opportunities for returns in the year ahead.

SAINTS aims to be a core investment for investors seeking income. Its objective is to grow the dividend at a faster rate than inflation by increasing capital and growing income. The focus of the portfolio is on global equities, but investments are also made in bonds, property and other asset types.

The Global Income Growth Fund aims to achieve (after deduction of costs) growth in both income and capital over rolling five-year periods, while delivering a yield higher than that of the MSCI ACWI Index.

The investment objective of the Fund is to obtain a yield higher than that generally available from investment in global equity securities while, over the longer term, achieving growth in both capital and income. The Fund will principally invest in global equities and may also invest in other transferable securities, money market instruments, cash and cash equivalents.